View and work with Account boards

Who can use this: Any team member

Available on: Forecast Essentials

Ideal for: Sales rep, Sales manager, RevOps

Account boards give you a clear, up-to-date view of the accounts in your organization. They help you review engagement, prioritize where to focus team efforts, and drill into account details, all from a single workspace.

This article explains how to navigate Account boards, adjust your view, and explore account-level details.

Navigate Account boards

Once Account boards are set up by your business admin, your company may have one or more boards available. Each board is designed to support a specific team, motion, or workflow—such as renewals, account reviews, or expansion planning. When you open the Accounts page, it opens to the last Account Board you viewed.

Select a board

Click the board name to switch between boards.

Choose whose accounts you want to see

By default, this will be set to your name. Click V next to your name to:

• Select a different member or team

• Click + Select multiple teams or members to view more than one. Add the members or teams, then click APPLY.

Set the view date range

If the board includes a date field, you can filter accounts by time period (for example, Renewal date is this month or Activation date was last quarter).

If you don’t see a date filter, the board wasn’t configured with a date field. Your admin can add one if needed.

Filter the accounts

Click + Add filter to filter the board using available Account CRM fields. You can add multiple filters, and they apply across all tabs.

Review accounts by tabs

Tabs group accounts into meaningful buckets that support your account review workflow, such as Needs engagement, Churn risk, or Upsell opportunity. Each tab also shows aggregated metrics to help you quickly understand the overall status of that group.

Click a tab to switch between different review perspectives.

Hover over the on the tab, to understand which accounts it includes:

Sort view and scroll through accounts

1. Hover over a column header and click the arrow to sort (if available).

2. Use the controls at the bottom of the board to page through results or change how many accounts are shown (10, 20, or 50).

Update CRM fields from the board

You can update any CRM fields directly from a cell on the board. Updates sync immediately to your CRM. A green checkmark confirms the change.

See notes under Update CRM.

View Activity timeline

If the board includes the Activity column, it shows a snapshot of recent account engagement from the last 21 days.

The activity timeline shows recent calls, emails, meetings, and other interactions captured in Gong. Click the activity cell to view a full timeline of all past and scheduled activities.

Learn more about the Activity timeline.

Drill into accounts

Click an account name or Activity timeline to open the account panel, where you can access deeper account context without leaving the board. The Account panel provides multiple tabs to explore account details.

Ask anything

Ask Anything uses Gong's AI to analyze conversations and activities associated with the account and answer natural-language questions. It's available from anywhere in the Account panel.

Overview

The Overview tab highlights the most important account information through widgets, including:

• Account details such as account type, owner, and last activity date.

• Engagement visualization to help spot patterns or gaps.

• Deals showing open and recently closed opportunities. Click any deal to open the Account console activity tab filtered to that deal.

• Get briefed: Generate AI-powered briefs to quickly understand account context, for example–when taking over an account or preparing for a renewal.  The default brief is configured by your admin, and appears on the Briefs tab but you can change the brief type, scope, or time period.

Activity

View all account interactions such as calls, emails, meetings, and CRM activity, both past and scheduled.

Use + Add filter to filter by Activity type or Tracker. Click any activity to view full details. Learn more about the Activity timeline.

Briefs

View an AI-generated brief of the account. By default, this uses the brief template configured by your admin. Click Change brief to:

• Select a different brief type

• Adjust the time period

• Choose account-level or deal-level scope

• Focus on specific time ranges

To-do’s

Available with Gong Engage.

View To-dos related to the account, including required action, contact, due date, and assignee. Click + New to-do to add a task.

Notes

Available with Gong Engage.

View notes added by team members or add a note about the account and click Save.

CRM

Available with Gong Engage.

Click to update CRM fields directly from the Account panel. Click Show/ Hide fields, then Apply to customize which fields are visible.

Notes:

• Gong checks your CRM permissions and validation rules before applying updates.

• This capability is controlled by the Update CRM fields permission. Contact your Tech admin for support.

• You will need to sign in to your CRM the first time.

• Editing is supported for Salesforce, HubSpot, and Dynamics 365.

• Some Dynamics 365 fields may have editing restrictions

• In HubSpot, updates made in Gong override HubSpot field permissions

Review full Account console

From the account panel, click Go to account to open the full account page where you can access:

• Overview: Account details, AI briefs, deals, and recent activity.

• Activity: The full Activity timeline including calls, emails, CRM updates, and digital engagement.

• Apps: Integrated third-party tools (when enabled), such as Sales Navigator, MadKudu, Crossbeam, and 6sense.